Looking to stand out in a “sea of sameness”? How about adding value to your “value add”? Want to turbocharge your business through technology, leverage the “triple threat” of HSAs, know how your plans stack up? Check this out.
Well, you can do all that – but you’ll have to figure out cloning (or buddy up with a colleague) because that is the lineup for (just) the first set of workshops at the NAPA 401(k) Summit (http://napasummit.org), April 7-9 in Las Vegas.
That’s right, immediately following the much-anticipated “Hill to the Summit” opening, you can check out:
“Worth” Whiles: A Value Ad for Your Value Add
With fee compression and constant attacks on your clients you must be able to showcase your value in a way the client can understand, articulate, and ultimately reaffirm their decision to engage your services. CPAs and attorneys showcase the details of their work, and so should you. Learn how your peers showcase their work and the KPIs they use validate the difference they make for employers and their participants.
With insights from Craig Rosenthal, SVP at Fiduciary Benchmarks; Brad Davis, Consultant at NFP, Nate White, Founder of Teros Advisors; and Tom Small, Investment Portfolio Specialist at The Mahoney Group at Raymond James.
Request “Ed”: Advisor RFPs – Standing OUT in the Sea of Sameness!
This session will explore the key questions, and key responses, that actually matter to committees and decision makers and how to improve your chances. The session will also explore the critical questions that you should ask yourself before agreeing to respond to an RFP and how to actually “stand out.”
With insights from M. Corey Whitehead, AIF, Principal and COO at MRP; Barb Delaney, AIF, Principal at StoneStreet Renaissance; and Colin Clark, Retirement Plan Specialist at Washington Financial Group.
“Term” Limits: Navigating DB Plan Terminations
Understanding the process of terminating a traditional defined benefit (DB) pension plan can be a great lead in with prospects or way to assist current clients and show added value. This is a natural extension of the DC consulting role.
With insights from Christopher Dubie, CRPS, SVP, Financial Advisor and Corporate Client Group Director at Morgan Stanley Wealth Management; and Mike Devlin, Principal at BCG Pension Risk Consultants.
Bench “Pressed”: Don’t Get Benched!
Plan sponsors ask for benchmarking data to see where they stand. Are we helping or hurting them with benchmarking data? Are there different ways to benchmark that provide better useable data? What are the trends with 401(k), 403(b), Health Saving Accounts and Non-Qualified Deferred Compensation programs? What tools are available to advisors to assist with benchmarking, and what innovative plan design alternatives are being considered?
With insights from Doug Prince, CEO at ProCourse Fiduciary Advisors, LLC; and Jack Towarnicky, Executive Director of the Plan Sponsor Council of America.
Triple “Threat?”: HSA Provider Benchmarking, Investments & Plan Design
While Health Savings Accounts aren’t exactly new, with growing concerns about health care costs, and the “triple tax” advantages HSAs offer, they are increasingly part of the retirement savings focus of participants, plan sponsors and retirement advisors alike. Learn key strategies that can help you expand your practice and revenue model with HSA consulting, and bring value to your clients through HSA benchmarking, plan design and investment consulting.
With insights from Jared Benson, Vice President at NFP; and Matthew Bradley, Vice President of Retirement Sales at HealthEquity, Inc.
Turbo “Tacts”: Turbocharge Your Business Through Technology and the Power of AGGREGATION
Aggregation has clearly proven to be an underlying factor in turbocharging your business to the next level. True aggregators offer up a combination of people and technology and have emerged as a mainstay of our industry. Hear from cutting-edge advisors how they have leveraged both technology and partnerships to grow their business and increase revenue. Hear what they are outsourcing and how they are opening up ancillary business lines, including financial wellness, capturing rollover business, wealth management opportunities and fulfilling insurance needs.
With insights from Lisa Buffington, Consultant, Retirement Services at Marsh & McLennan; Petros Koumontaros, Managing Director and CEO of Spectrum Pension Consultants, Inc.; Joe Denoyier, CEO of Washington Financial Group, LL; and Jeff Cullen, Managing Partner at Strategic Retirement Partners.
You’ll wish you could be in two places at the same time. And we’re just getting started! The rest of the agenda is at https://napasummit.org/agenda2019/.
Register today at http://napasummit.org. If you miss it, you’ll be missing out!
(Not to worry – we’ve got you covered – sessions are being recorded for attendees.)
